Bear Stearns & Co.
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, NY Founded: May 1, 1923, New York City, NY Subsidiaries: JP Morgan Securities Inc, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns & Co. Employees
Employee
Years
Job
Industry
Vincent Scialli Vincent Scialli's Bear Stearns & Co. Experience June 2000 - May 2001
Job President & Founder at Delfino Equity Research Associates, LLC
Industry Investment Management
Experience
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
Lara MacDonald Lara MacDonald's Bear Stearns & Co. Experience September 1993 - February 1995
Job
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. April 2013 - August 2013
Advanced Massage October 2004 - March 2007
NYL Retirement Plan Services April 1998 - January 2004
John Hancock Financial Services March 1995 - April 1998
Bear, Stearns & Co. September 1993 - February 1995
Shearson Lehman Brothers August 1990 - June 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Customer Service, PowerPoint, Outlook, Office Administration, Recruiting
Education
The University of Connecticut 1986 — 1990
Bachelor's of Science, Human Development and Family Studies
Ameriprise Financial Services, Inc. April 2013 - August 2013
Advanced Massage October 2004 - March 2007
NYL Retirement Plan Services April 1998 - January 2004
John Hancock Financial Services March 1995 - April 1998
Bear, Stearns & Co. September 1993 - February 1995
Shearson Lehman Brothers August 1990 - June 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Customer Service, PowerPoint, Outlook, Office Administration, Recruiting
Education
The University of Connecticut 1986 — 1990
Bachelor's of Science, Human Development and Family Studies
Shawn Bernabeu Shawn Bernabeu's Bear Stearns & Co. Experience April 1995 - May 1997
Job Business Development, HUB International Insurance Focusing on Cyber Insurance and Professional Liability
Industry Insurance
Experience
Hub International November 2013 - Present
Great Clips, Inc. December 2010 - December 2013
RBC Professional Trading (aka G-2 Trading) January 2009 - December 2010
Swiss Re Capital Management and Financial Products November 2007 - December 2008
Miller, Tabak & Co., LLC May 2004 - November 2007
Level Global Investors, LP October 2003 - April 2004
Spear, Leeds & Kellogg (Goldman Sachs Co.) May 1997 - August 2002
Bear, Stearns & Co. April 1995 - May 1997
Skills
Trading, Options, Equity Trading, Hedge Funds, Risk Management, Electronic Trading, Trading Strategies, Proprietary Trading, Prime Brokerage, Insurance, Directors & Officers..., Cyber Liability, Property & Casualty..., Life Insurance, Professional Liability, Buy-side, Series 7, Bloomberg, Equity Derivatives, Investments, Employee Benefits
Education
Univ. of Maryland, College Park, MD. 1990 — 1994
BA, Speech Communications and Public Speaking
East Brunswick High School, East Brunswick NJ 1986-1990 1986 — 1990
University of Maryland College Park
Hub International November 2013 - Present
Great Clips, Inc. December 2010 - December 2013
RBC Professional Trading (aka G-2 Trading) January 2009 - December 2010
Swiss Re Capital Management and Financial Products November 2007 - December 2008
Miller, Tabak & Co., LLC May 2004 - November 2007
Level Global Investors, LP October 2003 - April 2004
Spear, Leeds & Kellogg (Goldman Sachs Co.) May 1997 - August 2002
Bear, Stearns & Co. April 1995 - May 1997
Skills
Trading, Options, Equity Trading, Hedge Funds, Risk Management, Electronic Trading, Trading Strategies, Proprietary Trading, Prime Brokerage, Insurance, Directors & Officers..., Cyber Liability, Property & Casualty..., Life Insurance, Professional Liability, Buy-side, Series 7, Bloomberg, Equity Derivatives, Investments, Employee Benefits
Education
Univ. of Maryland, College Park, MD. 1990 — 1994
BA, Speech Communications and Public Speaking
East Brunswick High School, East Brunswick NJ 1986-1990 1986 — 1990
University of Maryland College Park
Allen Latta, CFA, CAIA Allen Latta, CFA, CAIA's Bear Stearns & Co. Experience 2000 - 2001
Job Managing Director and CEO, Campton Private Equity Advisors
Industry Venture Capital & Private Equity
Experience
Campton Private Equity Advisors 2006 - Present
Futterman Dupree Dodd Croley Maier LLP 2014 - Present
Discern Securities, Inc. 2013 - Present
Columbia West Capital 2010 - 2013
VenCap International 2002 - 2006
San Francisco State University 2002 - 2003
Bear, Stearns & Co. 2000 - 2001
CIBC Oppenheimer 1997 - 2000
Santa Monica College 1994 - 1997
Children's Creative Workshop 1987 - 1997
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Corporate Development, Fund Of Funds, Corporate Finance, IPO, Due Diligence, Valuation, Strategic Partnerships, Financial Modeling, Alternative Investments, Investment Management, Private Placements, Telecommunications, Financial Structuring, Corporate Law
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of California, Hastings College of the Law
JD
University of California, Los Angeles
BA, Economics
CFA Institute
CFA Charterholder, Finance
CAIA Association
CAIA Charterholder, Alternative Investments
Campton Private Equity Advisors 2006 - Present
Futterman Dupree Dodd Croley Maier LLP 2014 - Present
Discern Securities, Inc. 2013 - Present
Columbia West Capital 2010 - 2013
VenCap International 2002 - 2006
San Francisco State University 2002 - 2003
Bear, Stearns & Co. 2000 - 2001
CIBC Oppenheimer 1997 - 2000
Santa Monica College 1994 - 1997
Children's Creative Workshop 1987 - 1997
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Corporate Development, Fund Of Funds, Corporate Finance, IPO, Due Diligence, Valuation, Strategic Partnerships, Financial Modeling, Alternative Investments, Investment Management, Private Placements, Telecommunications, Financial Structuring, Corporate Law
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of California, Hastings College of the Law
JD
University of California, Los Angeles
BA, Economics
CFA Institute
CFA Charterholder, Finance
CAIA Association
CAIA Charterholder, Alternative Investments
Nicole Fry Nicole Fry's Bear Stearns & Co. Experience August 1998 - August 1999
Job Managing Partner at First Beverage Group
Industry Financial Services
Experience
First Beverage Group June 2014 - Present
Imperial Capital, LLC March 2004 - April 2014
Bank of America August 2002 - February 2004
Cooking.com (part of TCC Cooking Inc. a wholly owned subsidiary of Target Corp.) October 1999 - October 2000
Bear, Stearns & Co. August 1998 - August 1999
Salomon Smith Barney August 1993 - June 1996
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Investment Banking, Restructuring, Finance, IPO, Equities, Banking, Strategic Partnerships, Underwriting, Middle Market, Syndications, Private Equity, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
Graduate Diploma, Economics
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
First Beverage Group June 2014 - Present
Imperial Capital, LLC March 2004 - April 2014
Bank of America August 2002 - February 2004
Cooking.com (part of TCC Cooking Inc. a wholly owned subsidiary of Target Corp.) October 1999 - October 2000
Bear, Stearns & Co. August 1998 - August 1999
Salomon Smith Barney August 1993 - June 1996
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Investment Banking, Restructuring, Finance, IPO, Equities, Banking, Strategic Partnerships, Underwriting, Middle Market, Syndications, Private Equity, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
Graduate Diploma, Economics
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
David Fawley David Fawley's Bear Stearns & Co. Experience 1997 - 1998
Job Strategic Market Intelligence Team Leader for EY Global Consumer Products
Industry Management Consulting
Experience
EY 2014 - Present
Deloitte 2006 - 2013
Deloitte 2002 - 2006
The Richmark Group 2000 - 2001
Alliant Energy 1998 - 2000
Bear, Stearns & Co 1997 - 1998
Skills
Project Management, Market Research, Financial Analysis, Strategic Planning, Strategy, Competitive Analysis, Business Strategy, Competitive Intelligence, Business Development, Management Consulting, Business Intelligence, Team Leadership, Analysis, Product Marketing, Marketing Strategy, Program Management
Education
University of Wisconsin-Madison 1998 — 2000
Master of Business Administration (MBA), Marketing
The George Washington University 1992 — 1995
Bachelor of Arts (B.A.), Political Science and Government
EY 2014 - Present
Deloitte 2006 - 2013
Deloitte 2002 - 2006
The Richmark Group 2000 - 2001
Alliant Energy 1998 - 2000
Bear, Stearns & Co 1997 - 1998
Skills
Project Management, Market Research, Financial Analysis, Strategic Planning, Strategy, Competitive Analysis, Business Strategy, Competitive Intelligence, Business Development, Management Consulting, Business Intelligence, Team Leadership, Analysis, Product Marketing, Marketing Strategy, Program Management
Education
University of Wisconsin-Madison 1998 — 2000
Master of Business Administration (MBA), Marketing
The George Washington University 1992 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Bette Massick Colombo Bette Massick Colombo's Bear Stearns & Co. Experience 1995 - 2002
Job Equity Analyst at Rockbound Capital
Industry Banking
Experience
Rockbound Capital January 2012 - Present
Cambridge Montessori School 2009 - Present
MIT 2009 - Present
Banco Santander 2007 - 2011
Government of Singapore Investment Corp. 2002 - 2005
Bear, Stearns & Co. 1995 - 2002
S.G. Warburg & Co. 1991 - 1995
Skills
Equities, Financial Modeling, Valuation, Equity Research, Portfolio Management, Asset Managment, Investments, Investment Banking, Financial Analysis
Education
NYU Stern School of Business
MBA, Accounting
The Johns Hopkins University 1980 — 1984
BA, Economics; Mathematics
Rockbound Capital January 2012 - Present
Cambridge Montessori School 2009 - Present
MIT 2009 - Present
Banco Santander 2007 - 2011
Government of Singapore Investment Corp. 2002 - 2005
Bear, Stearns & Co. 1995 - 2002
S.G. Warburg & Co. 1991 - 1995
Skills
Equities, Financial Modeling, Valuation, Equity Research, Portfolio Management, Asset Managment, Investments, Investment Banking, Financial Analysis
Education
NYU Stern School of Business
MBA, Accounting
The Johns Hopkins University 1980 — 1984
BA, Economics; Mathematics
Paul Greenberg Paul Greenberg's Bear Stearns & Co. Experience August 1991 - July 2001
Job Lutetium Capital
Industry Investment Management
Experience
Lutetium Capital January 2013 - Present
Trilogy Capital LLC July 2001 - December 2012
Bear, Stearns & Co. August 1991 - July 2001
Skills
Investments, Trading, High Yield, Credit, Investment Strategies, Hedge Funds, Private Equity, Asset Management, Loans, Equities, Fixed Income, Capital Markets, Portfolio Management, Bonds, Financial Modeling, Leveraged Finance, Structured Products, Financial Markets, Alternative Investments, Valuation, Structured Finance, Asset Managment, Options, Bloomberg, Securities, Mergers & Acquisitions, Venture Capital, Investment Management, Investment Banking, Financial Structuring, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Pennsylvania 1979 — 1983
BSE
Atlantic City High School 1975 — 1979
Lutetium Capital January 2013 - Present
Trilogy Capital LLC July 2001 - December 2012
Bear, Stearns & Co. August 1991 - July 2001
Skills
Investments, Trading, High Yield, Credit, Investment Strategies, Hedge Funds, Private Equity, Asset Management, Loans, Equities, Fixed Income, Capital Markets, Portfolio Management, Bonds, Financial Modeling, Leveraged Finance, Structured Products, Financial Markets, Alternative Investments, Valuation, Structured Finance, Asset Managment, Options, Bloomberg, Securities, Mergers & Acquisitions, Venture Capital, Investment Management, Investment Banking, Financial Structuring, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Pennsylvania 1979 — 1983
BSE
Atlantic City High School 1975 — 1979
Stephanie McFadden Stephanie McFadden's Bear Stearns & Co. Experience 1998 - 1999
Job Executive Recruiter at Blackwood Associates LLC
Industry Financial Services
Experience
Blackwood Associates LLC 2015 - Present
STM Consulting Group 2003 - 2008
Teeman Perley Gilmartin 1999 - 2003
Bear, Stearns & Co. 1998 - 1999
BREED Technologies, Inc. 1994 - 1998
Skills
Market Research, Strategy, Investments, New Business Development, Talent Acquisition, Equities, Capital Markets, Entrepreneurship, Executive Search, Investment Banking, Finance, Sales, Management, Hedge Funds, Recruiting, Leadership, Fixed Income, Asset Management
Education
Penn State University 1989 — 1993
Bachelor of Science (BS), Marketing
Blackwood Associates LLC 2015 - Present
STM Consulting Group 2003 - 2008
Teeman Perley Gilmartin 1999 - 2003
Bear, Stearns & Co. 1998 - 1999
BREED Technologies, Inc. 1994 - 1998
Skills
Market Research, Strategy, Investments, New Business Development, Talent Acquisition, Equities, Capital Markets, Entrepreneurship, Executive Search, Investment Banking, Finance, Sales, Management, Hedge Funds, Recruiting, Leadership, Fixed Income, Asset Management
Education
Penn State University 1989 — 1993
Bachelor of Science (BS), Marketing
Arnold Yan, CFA Arnold Yan, CFA's Bear Stearns & Co. Experience May 2007 - August 2007
Job Market Risk Manager for Rates and FX
Industry Financial Services
Experience
MUFG in the Americas July 2015 - Present
JPMORGAN CHASE & CO August 2008 - June 2015
BEAR, STEARNS & CO May 2007 - August 2007
AT&T January 2001 - January 2006
Skills
Financial Modeling, Market Risk, Fixed Income, Quantitative Risk..., Mortgage Servicing, VBA, SQL, Interest Rate..., Agency MBS, Financial Risk, Valuation, Analytics, Derivatives, Financial Services, Rates, MBS, Swaps, Bonds, Hedging, Interest Rate Risk...
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas 1998 — 2001
Master's degree, Computer Science
MUFG in the Americas July 2015 - Present
JPMORGAN CHASE & CO August 2008 - June 2015
BEAR, STEARNS & CO May 2007 - August 2007
AT&T January 2001 - January 2006
Skills
Financial Modeling, Market Risk, Fixed Income, Quantitative Risk..., Mortgage Servicing, VBA, SQL, Interest Rate..., Agency MBS, Financial Risk, Valuation, Analytics, Derivatives, Financial Services, Rates, MBS, Swaps, Bonds, Hedging, Interest Rate Risk...
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas 1998 — 2001
Master's degree, Computer Science
William Detwiler William Detwiler's Bear Stearns & Co. Experience 1996 - 1999
Job Chief Financial Officer at Risk Assistance Network + Exchange (RANE)
Industry Information Technology and Services
Experience
Risk Assistance Network + Exchange (RANE) May 2014 - Present
Risk Assistance Network + Exchange (RANE) 2014 - 2015
RBC Capital Markets December 2010 - November 2013
RBS Greenwich Capital April 2009 - October 2010
RBS Greenwich Capital 2006 - 2009
Deutsche Bank 2003 - 2006
JP Morgan 1999 - 2003
Bear, Stearns & Co. 1996 - 1999
Smith Barney, Inc. 1993 - 1996
Credit Suisse 1990 - 1991
Skills
Strategy, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, Investments, Management, M&A experience, Equities, Mergers & Acquisitions, Corporate Finance, Private Equity, IPO, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
M.B.A., Emphasis in Finance and Accounting
Trinity College-Hartford 1983 — 1987
B.A., Economics
Tabor Academy
Risk Assistance Network + Exchange (RANE) May 2014 - Present
Risk Assistance Network + Exchange (RANE) 2014 - 2015
RBC Capital Markets December 2010 - November 2013
RBS Greenwich Capital April 2009 - October 2010
RBS Greenwich Capital 2006 - 2009
Deutsche Bank 2003 - 2006
JP Morgan 1999 - 2003
Bear, Stearns & Co. 1996 - 1999
Smith Barney, Inc. 1993 - 1996
Credit Suisse 1990 - 1991
Skills
Strategy, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, Investments, Management, M&A experience, Equities, Mergers & Acquisitions, Corporate Finance, Private Equity, IPO, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
M.B.A., Emphasis in Finance and Accounting
Trinity College-Hartford 1983 — 1987
B.A., Economics
Tabor Academy
Sean Whalen, CFP® Sean Whalen, CFP®'s Bear Stearns & Co. Experience September 1998 - January 2001
Job VP
Industry Financial Services
Experience
Santander Bank, N.A. July 2006 - Present
Commonwealth of Massachusetts October 2004 - July 2006
Morgan Stanley January 2001 - October 2004
Bear, Stearns & Co September 1998 - January 2001
Skills
Series 7, Series 63, Customer Service, Outlook, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Teaching, Series 65, FINRA, English, Windows, Public Speaking, Series 24, Series 31, Certified Financial...
Education
Brandeis International Business School 2005 — 2007
Master's degree, Finance
Seton Hall University 1994 — 1998
BS, Business Administration and Management, General
Santander Bank, N.A. July 2006 - Present
Commonwealth of Massachusetts October 2004 - July 2006
Morgan Stanley January 2001 - October 2004
Bear, Stearns & Co September 1998 - January 2001
Skills
Series 7, Series 63, Customer Service, Outlook, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Teaching, Series 65, FINRA, English, Windows, Public Speaking, Series 24, Series 31, Certified Financial...
Education
Brandeis International Business School 2005 — 2007
Master's degree, Finance
Seton Hall University 1994 — 1998
BS, Business Administration and Management, General
John Poulakis John Poulakis's Bear Stearns & Co. Experience May 2000 - March 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. May 2000 - March 2008
N.Y.C Health & Hospitals Corp. November 1991 - April 2000
NY CPA Firm June 1990 - November 1991
Skills
Prime Brokerage, Sarbanes-Oxley Act, Equities, Investment Banking, Hedge Funds, Asset Management, Banking, Finance, Securities, Money Market, Internal Controls, SOX Compliancy, Financial Analysis, Operations Management, Broker-Dealer, Fixed Income, Calculations, Interest Calculation, Alternative Investments, Risk Management, Derivatives, Financial Services, Investments
Education
Queens College 1986 — 1990
Bachelor of Arts (BA), Accounting and Information Systems
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. May 2000 - March 2008
N.Y.C Health & Hospitals Corp. November 1991 - April 2000
NY CPA Firm June 1990 - November 1991
Skills
Prime Brokerage, Sarbanes-Oxley Act, Equities, Investment Banking, Hedge Funds, Asset Management, Banking, Finance, Securities, Money Market, Internal Controls, SOX Compliancy, Financial Analysis, Operations Management, Broker-Dealer, Fixed Income, Calculations, Interest Calculation, Alternative Investments, Risk Management, Derivatives, Financial Services, Investments
Education
Queens College 1986 — 1990
Bachelor of Arts (BA), Accounting and Information Systems
Ray Bonilla Ray Bonilla's Bear Stearns & Co. Experience January 2002 - February 2008
Job Administrative Assistant at Bob Woodruff Foundation
Industry Facilities Services
Experience
Professionals for NonProfits April 2015 - Present
Professionals for NonProfits November 2014 - July 2015
Professionals for NonProfits October 2014 - November 2014
AppleOne July 2014 - July 2014
Professionals for NonProfits April 2014 - April 2014
Federal Emergency Management Agency (FEMA) March 2013 - July 2013
Federal Emergency Management Agency (FEMA) December 2012 - March 2013
St. Jude's School September 2011 - June 2012
Bear, Stearns & Co January 2002 - February 2008
Skills
Data Entry, Interviews, Office Management, Facilities, MS Word, MS Excel, MS Outlook, WordPress, Blogger, Social Media, Spanish-speaking, Office Coordinator, Office Administration, General Office Skills, General Office..., Event Planning, Microsoft Word, Outlook, Microsoft Excel, Customer Service, Raiser's Edge, Salesforce
Education
St. John's University 1996 — 1998
Bachelor of Science, Marketing
St. John's University 1993 — 1995
Associate of Science, Business Management
Professionals for NonProfits April 2015 - Present
Professionals for NonProfits November 2014 - July 2015
Professionals for NonProfits October 2014 - November 2014
AppleOne July 2014 - July 2014
Professionals for NonProfits April 2014 - April 2014
Federal Emergency Management Agency (FEMA) March 2013 - July 2013
Federal Emergency Management Agency (FEMA) December 2012 - March 2013
St. Jude's School September 2011 - June 2012
Bear, Stearns & Co January 2002 - February 2008
Skills
Data Entry, Interviews, Office Management, Facilities, MS Word, MS Excel, MS Outlook, WordPress, Blogger, Social Media, Spanish-speaking, Office Coordinator, Office Administration, General Office Skills, General Office..., Event Planning, Microsoft Word, Outlook, Microsoft Excel, Customer Service, Raiser's Edge, Salesforce
Education
St. John's University 1996 — 1998
Bachelor of Science, Marketing
St. John's University 1993 — 1995
Associate of Science, Business Management
Simone Blaser Simone Blaser's Bear Stearns & Co. Experience June 2006 - August 2006
Job Postbacc student at NYU
Industry Hospital & Health Care
Experience
William Morris Endeavor May 2011 - August 2014
Brooklyn Center for Psychotherapy November 2010 - May 2011
www.hipparis.com December 2009 - September 2010
Ecoles Primaires Marcel Lelong et Jules Ferry October 2009 - December 2009
The Auld Alliance Scottish Pub April 2009 - August 2009
University of Pennsylvania Center for Programs in Critical Writing September 2005 - May 2008
Bellevue Hospital Project Health Care June 2007 - August 2007
Bear, Stearns & Co. June 2006 - August 2006
Little, Brown and Company June 2005 - August 2005
Skills
Writing, Microsoft Office, English, Editing, French, Public Speaking, Research, Creative Writing, Editorial, Press Releases, Social Media, Facebook, Proofreading
Education
New York University 2014 — 2015
Post-Baccalaureate Certificate, Science/Pre-Health
University of Pennsylvania 2004 — 2008
B.A., English/Creative Writing
The Brearley School 2000 — 2004
William Morris Endeavor May 2011 - August 2014
Brooklyn Center for Psychotherapy November 2010 - May 2011
www.hipparis.com December 2009 - September 2010
Ecoles Primaires Marcel Lelong et Jules Ferry October 2009 - December 2009
The Auld Alliance Scottish Pub April 2009 - August 2009
University of Pennsylvania Center for Programs in Critical Writing September 2005 - May 2008
Bellevue Hospital Project Health Care June 2007 - August 2007
Bear, Stearns & Co. June 2006 - August 2006
Little, Brown and Company June 2005 - August 2005
Skills
Writing, Microsoft Office, English, Editing, French, Public Speaking, Research, Creative Writing, Editorial, Press Releases, Social Media, Facebook, Proofreading
Education
New York University 2014 — 2015
Post-Baccalaureate Certificate, Science/Pre-Health
University of Pennsylvania 2004 — 2008
B.A., English/Creative Writing
The Brearley School 2000 — 2004
Nihar Sait's Bear Stearns & Co. Experience 2004 - 2007
Job Managing Partner at Indehaus LLC
Industry Real Estate
Experience
Indehaus LLC June 2015 - Present
23 Carat Ventures June 2009 - Present
SUN Group 2007 - 2009
Bear, Stearns & Co. 2004 - 2007
Telecom Italia, S.p.A 2000 - 2002
Lehman Brothers, Inc (NY) 1998 - 2000
Skills
Energy, Economics, Structured Finance, Mutual Funds, Valuation, Sustainability, Real Estate, Corporate Finance, Investment Banking, Venture Capital, Capital Markets, Alternative Investments, Entrepreneurship, Private Equity, Investments, Mergers & Acquisitions, Strategy, Emerging Markets, Portfolio Management, Financial Analysis, Business Strategy, Equities, Analysis, Corporate Development
Education
The University of Chicago - Booth School of Business
Master
Northwestern University
Bachelor of Arts
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts
Indehaus LLC June 2015 - Present
23 Carat Ventures June 2009 - Present
SUN Group 2007 - 2009
Bear, Stearns & Co. 2004 - 2007
Telecom Italia, S.p.A 2000 - 2002
Lehman Brothers, Inc (NY) 1998 - 2000
Skills
Energy, Economics, Structured Finance, Mutual Funds, Valuation, Sustainability, Real Estate, Corporate Finance, Investment Banking, Venture Capital, Capital Markets, Alternative Investments, Entrepreneurship, Private Equity, Investments, Mergers & Acquisitions, Strategy, Emerging Markets, Portfolio Management, Financial Analysis, Business Strategy, Equities, Analysis, Corporate Development
Education
The University of Chicago - Booth School of Business
Master
Northwestern University
Bachelor of Arts
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts
John (Jay) Landsiedel John (Jay) Landsiedel's Bear Stearns & Co. Experience January 1983 - October 2007
Job Sr. Manager/Branch Operations at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2014 - Present
Carolina Capital Markets, Inc. July 2009 - April 2014
JPMorgan Chase & Co. June 2008 - November 2008
Bear, Stearns & Co. January 1983 - October 2007
Skills
Series 7, Fixed Income, Securities, Trading, Capital Markets, Due Diligence, Series 24, series 53, Series 63, Bloomberg, FINRA, Financial Services, Bonds, Investments, Mutual Funds, Finance, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Marketing Management
Pace University - Lubin School of Business 1977 — 1980
BBA, Marketing
Queens College 1975 — 1977
Accounting
AXA Advisors April 2014 - Present
Carolina Capital Markets, Inc. July 2009 - April 2014
JPMorgan Chase & Co. June 2008 - November 2008
Bear, Stearns & Co. January 1983 - October 2007
Skills
Series 7, Fixed Income, Securities, Trading, Capital Markets, Due Diligence, Series 24, series 53, Series 63, Bloomberg, FINRA, Financial Services, Bonds, Investments, Mutual Funds, Finance, Alternative Investments, Hedge Funds, Derivatives, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Marketing Management
Pace University - Lubin School of Business 1977 — 1980
BBA, Marketing
Queens College 1975 — 1977
Accounting
Jay Colon Jay Colon's Bear Stearns & Co. Experience May 2005 - March 2008
Job Fixed Income Prime Brokerage Trade Support
Industry Financial Services
Experience
JPMorgan Chase & Co March 2008 - Present
Bear, Stearns & Co May 2005 - March 2008
Wachovia Securities September 2004 - April 2005
Skills
Fixed Income, Prime Brokerage, Settlements, Bonds, Middle Office, Account Reconciliation, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Hedge Funds, Investment Banking, MBS, Options, Portfolio Management, Risk Management, Securities, Series 7, Settlement, Trading, Trading Systems
Education
Saint Michael's College 2001 — 2005
B.A., Economics (Major), Business Administration (Minor), and Fine Arts (Concentration)
LaSalle Academy 1998 — 2001
High School
JPMorgan Chase & Co March 2008 - Present
Bear, Stearns & Co May 2005 - March 2008
Wachovia Securities September 2004 - April 2005
Skills
Fixed Income, Prime Brokerage, Settlements, Bonds, Middle Office, Account Reconciliation, Bloomberg, Capital Markets, Derivatives, Equities, FX Options, Finance, Hedge Funds, Investment Banking, MBS, Options, Portfolio Management, Risk Management, Securities, Series 7, Settlement, Trading, Trading Systems
Education
Saint Michael's College 2001 — 2005
B.A., Economics (Major), Business Administration (Minor), and Fine Arts (Concentration)
LaSalle Academy 1998 — 2001
High School
Andrew Schwartz Andrew Schwartz's Bear Stearns & Co. Experience March 2006 - June 2008
Job
Industry Investment Banking
Experience
Guggenheim Securities July 2013 - Present
RBC Capital Markets January 2012 - July 2013
Bank of America Merrill Lynch September 2008 - December 2011
Bear, Stearns & Co. March 2006 - June 2008
MCI 2000 - 2004
Skills
Valuation, Equities, Investment Banking, Investments, Entrepreneurship, Private Placements, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Fixed Income, Mergers, Venture Capital, Hedge Funds, Corporate Development, Leveraged Finance
Education
Stern School of Business 2002 — 2005
MBA, Finance, Entrepreneurship, Entertainment/Media/Technology
Rutgers University-New Brunswick 1994 — 1999
Guggenheim Securities July 2013 - Present
RBC Capital Markets January 2012 - July 2013
Bank of America Merrill Lynch September 2008 - December 2011
Bear, Stearns & Co. March 2006 - June 2008
MCI 2000 - 2004
Skills
Valuation, Equities, Investment Banking, Investments, Entrepreneurship, Private Placements, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Fixed Income, Mergers, Venture Capital, Hedge Funds, Corporate Development, Leveraged Finance
Education
Stern School of Business 2002 — 2005
MBA, Finance, Entrepreneurship, Entertainment/Media/Technology
Rutgers University-New Brunswick 1994 — 1999
Bryan Cummings's Bear Stearns & Co. Experience 2004 - 2008
Job Managing Director, Head of Private Equity Coverage at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
David Hyder's Bear Stearns & Co. Experience July 1985 - September 1989
Job Associate Professor at University of Ottawa
Industry Higher Education
Experience
University of Ottawa Assistant ProfessorUniversity of Konstanz2000 - 2004
Max Planck Institute for the History of Science 1997 - 2000
Bear, Stearns & Co. July 1985 - September 1989
Skills
Higher Education, University Teaching, Psychology, Teaching, Lecturing, Curriculum Development, Black-Scholes, Unix Operating Systems, C++, Analytical Modelling, Fixed Income Analysis, Asset Management, Research, Qualitative Research, Unix, Academic Writing, Translation, Academic Administration, Educational Technology, College Teaching, Courses, Linguistics, Program Development
Education
Yale University
BA
University of Toronto
Master of Arts (MA)
University of Toronto
Doctor of Philosophy (PhD)
Universität Konstanz
Habilitation, Philosophy
University of Ottawa Assistant ProfessorUniversity of Konstanz2000 - 2004
Max Planck Institute for the History of Science 1997 - 2000
Bear, Stearns & Co. July 1985 - September 1989
Skills
Higher Education, University Teaching, Psychology, Teaching, Lecturing, Curriculum Development, Black-Scholes, Unix Operating Systems, C++, Analytical Modelling, Fixed Income Analysis, Asset Management, Research, Qualitative Research, Unix, Academic Writing, Translation, Academic Administration, Educational Technology, College Teaching, Courses, Linguistics, Program Development
Education
Yale University
BA
University of Toronto
Master of Arts (MA)
University of Toronto
Doctor of Philosophy (PhD)
Universität Konstanz
Habilitation, Philosophy
Mick McDonough, CTP Mick McDonough, CTP's Bear Stearns & Co. Experience October 1995 - May 2001
Job Vice President Global Markets at Citizens Bank
Industry Financial Services
Experience
Citizens Commercial Banking May 2015 - Present
Bank of Ireland Global Markets December 2010 - April 2015
Bank of Ireland Global Markets November 2004 - December 2010
Anglo Irish Bank June 2001 - November 2004
Bear, Stearns & Co. October 1995 - May 2001
Skills
Banking, Financial Markets, Investments, New Business Development, FX Options, Funding, Account Management, Hedge Funds, Money Market, Portfolio Management, Equities, Risk Management, Alternative Investments, Asset Management, Mutual Funds, FX, Sales, Credit, Capital Markets, Sales Management, Wealth Management, Business Development, Trading, Emerging Markets, Financial Analysis, Fund Of Funds, Financial Services, Foreign Exchange, Relationship Management, Certified Treasury...
Education
New York University
Bachelor’s Degree, English & American Literature
North Shore High School
Citizens Commercial Banking May 2015 - Present
Bank of Ireland Global Markets December 2010 - April 2015
Bank of Ireland Global Markets November 2004 - December 2010
Anglo Irish Bank June 2001 - November 2004
Bear, Stearns & Co. October 1995 - May 2001
Skills
Banking, Financial Markets, Investments, New Business Development, FX Options, Funding, Account Management, Hedge Funds, Money Market, Portfolio Management, Equities, Risk Management, Alternative Investments, Asset Management, Mutual Funds, FX, Sales, Credit, Capital Markets, Sales Management, Wealth Management, Business Development, Trading, Emerging Markets, Financial Analysis, Fund Of Funds, Financial Services, Foreign Exchange, Relationship Management, Certified Treasury...
Education
New York University
Bachelor’s Degree, English & American Literature
North Shore High School
Ralph M. Fatigate III Ralph M. Fatigate III's Bear Stearns & Co. Experience June 2000 - June 2008
Job Managing Partner at Westchester Retirement Services, AXA Advisors, LLC
Industry Financial Services
Experience
Westchester Retirement Services January 2014 - Present
AXA Advisors, LLC April 2009 - Present
Bear, Stearns & Co. June 2000 - June 2008
Education
Sacred Heart University 1995 — 1999
Bachelor of Science (B.S.), International Business
Westchester Retirement Services January 2014 - Present
AXA Advisors, LLC April 2009 - Present
Bear, Stearns & Co. June 2000 - June 2008
Education
Sacred Heart University 1995 — 1999
Bachelor of Science (B.S.), International Business
Adil Imam's Bear Stearns & Co. Experience January 1995 - June 2008
Job Director at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch April 2012 - Present
JP Morgan June 2008 - April 2012
Bear, Stearns & Co. January 1995 - June 2008
ADP July 1993 - January 1995
Skills
Software Engineering, C/C++, Java, Python, Unix, Windows, Software Project..., Perl, XML, SQL, Integration, Enterprise Architecture, C++, Software Development, Distributed Systems, Web Services, Data Analysis, Project Management, Program Management, Requirements Analysis, Java Enterprise Edition, Oracle, Agile Methodologies, Solaris, SOA, Databases, Scrum, Data Warehousing, Data Modeling, Web Applications, IT Strategy, Linux, Solution Architecture, System Architecture, Architecture, Market Risk, Database Design, Business Intelligence, Cloud Computing
Education
Rutgers University-New Brunswick 1992 — 1993
Rutgers University-New Brunswick 1988 — 1991
BA
Bank of America Merrill Lynch April 2012 - Present
JP Morgan June 2008 - April 2012
Bear, Stearns & Co. January 1995 - June 2008
ADP July 1993 - January 1995
Skills
Software Engineering, C/C++, Java, Python, Unix, Windows, Software Project..., Perl, XML, SQL, Integration, Enterprise Architecture, C++, Software Development, Distributed Systems, Web Services, Data Analysis, Project Management, Program Management, Requirements Analysis, Java Enterprise Edition, Oracle, Agile Methodologies, Solaris, SOA, Databases, Scrum, Data Warehousing, Data Modeling, Web Applications, IT Strategy, Linux, Solution Architecture, System Architecture, Architecture, Market Risk, Database Design, Business Intelligence, Cloud Computing
Education
Rutgers University-New Brunswick 1992 — 1993
Rutgers University-New Brunswick 1988 — 1991
BA
Justin Lubell's Bear Stearns & Co. Experience 2005 - 2008
Job Portfolio Manager at EverPoint Asset Management
Industry Investment Management
Experience
EverPoint Asset Management 2008 - Present
SAC Capital Advisors 2008 - 2014
Bear, Stearns & Co. 2005 - 2008
Education
University of Pennsylvania
EverPoint Asset Management 2008 - Present
SAC Capital Advisors 2008 - 2014
Bear, Stearns & Co. 2005 - 2008
Education
University of Pennsylvania
Yuri Sytenkov's Bear Stearns & Co. Experience April 2007 - May 2008
Job
Industry Financial Services
Experience
Goldman Sachs 2008 - Present
JP Morgan Chase June 2008 - July 2009
Bear, Stearns & Co April 2007 - May 2008
Barclays Capital July 2004 - March 2007
Digital Persona January 2003 - July 2004
IT Concepts April 2000 - December 2002
CROC July 1998 - April 2000
Education
Lomonosov Moscow State University (MSU) 1995 — 2000
Masters
Goldman Sachs 2008 - Present
JP Morgan Chase June 2008 - July 2009
Bear, Stearns & Co April 2007 - May 2008
Barclays Capital July 2004 - March 2007
Digital Persona January 2003 - July 2004
IT Concepts April 2000 - December 2002
CROC July 1998 - April 2000
Education
Lomonosov Moscow State University (MSU) 1995 — 2000
Masters
William Weimer, CFA's Bear Stearns & Co. Experience 1985 - 1986
Job VP, Global Product Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 2013 - Present
Sun Life Financial December 2006 - February 2013
Sun Life Financial January 2005 - December 2006
John Hancock Financial 2001 - 2004
John Hancock Financial 1998 - 2001
John Hancock Financial 1996 - 1998
John Hancock Financial 1994 - 1996
John Hancock Financial 1990 - 1994
Fidelity Investments 1986 - 1988
Bear, Stearns & Co 1985 - 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
MBA, International Finance
Ohio Wesleyan University 1981 — 1985
BA, International Business & Mathematics
MFS Investment Management February 2013 - Present
Sun Life Financial December 2006 - February 2013
Sun Life Financial January 2005 - December 2006
John Hancock Financial 2001 - 2004
John Hancock Financial 1998 - 2001
John Hancock Financial 1996 - 1998
John Hancock Financial 1994 - 1996
John Hancock Financial 1990 - 1994
Fidelity Investments 1986 - 1988
Bear, Stearns & Co 1985 - 1986
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
MBA, International Finance
Ohio Wesleyan University 1981 — 1985
BA, International Business & Mathematics
Kristina Tully, CFA's Bear Stearns & Co. Experience July 2000 - November 2001
Job Senior Vice President Director of Hedge Fund Manager Research
Industry Investment Management
Experience
Goldman Sachs July 2013 - Present
EACM Advisors March 2004 - July 2013
Morgan Stanley Capital International September 2002 - March 2004
Bear, Stearns & Co. July 2000 - November 2001
Education
University of Michigan 1996 — 2000
BS
Peking University 1999 — 1999
Goldman Sachs July 2013 - Present
EACM Advisors March 2004 - July 2013
Morgan Stanley Capital International September 2002 - March 2004
Bear, Stearns & Co. July 2000 - November 2001
Education
University of Michigan 1996 — 2000
BS
Peking University 1999 — 1999
John Iobbi's Bear Stearns & Co. Experience May 1995 - February 2001
Job Associate Director at KPMG
Industry Financial Services
Experience
KPMG April 2002 - Present
AVM Software January 2002 - April 2002
Net2Phone February 2001 - January 2002
Bear, Stearns & Co. May 1995 - February 2001
Skills
Coaching, Project Management, Business Analysis, Infrastructure, CRM, Fiscal Policy, Application Architecture, IT Strategy, SDLC, .NET, Strategy, Program Management, Governance, Team Building, SharePoint, ITIL, Team Leadership, Leadership, Management, Vendor Management
Education
Pace University 1985 — 1998
BA, Finance
KPMG April 2002 - Present
AVM Software January 2002 - April 2002
Net2Phone February 2001 - January 2002
Bear, Stearns & Co. May 1995 - February 2001
Skills
Coaching, Project Management, Business Analysis, Infrastructure, CRM, Fiscal Policy, Application Architecture, IT Strategy, SDLC, .NET, Strategy, Program Management, Governance, Team Building, SharePoint, ITIL, Team Leadership, Leadership, Management, Vendor Management
Education
Pace University 1985 — 1998
BA, Finance
Peter Schubert's Bear Stearns & Co. Experience June 2000 - March 2003
Job Partner, Managing Director of Commercial Leasing at TerraCRG
Industry Real Estate
Experience
TerraCRG October 2014 - Present
TRANSWESTERN September 2012 - September 2014
Moinian Group February 2010 - September 2012
Yoo June 2008 - October 2009
Massey Knakal Realty Services June 2003 - June 2008
Bear, Stearns & Co. June 2000 - March 2003
Interacciones Global April 1994 - July 1997
Skills
Real Estate Development, Property, Valuation, Real Estate Economics, Disposition, Commercial Real Estate, Real Estate Financing, Property Management, Landlord, Real Estate, Lease Administration, Investment Properties, Mergers, Asset Managment, Residential Homes, Mergers & Acquisitions, Portfolio Management, Finance, Leases, Investors, Brokerage, Tenant, Real Estate Transactions, Corporate Real Estate
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance, Strategic Management
University of California, Davis 1988 — 1992
BA, International Relations, Economics
TerraCRG October 2014 - Present
TRANSWESTERN September 2012 - September 2014
Moinian Group February 2010 - September 2012
Yoo June 2008 - October 2009
Massey Knakal Realty Services June 2003 - June 2008
Bear, Stearns & Co. June 2000 - March 2003
Interacciones Global April 1994 - July 1997
Skills
Real Estate Development, Property, Valuation, Real Estate Economics, Disposition, Commercial Real Estate, Real Estate Financing, Property Management, Landlord, Real Estate, Lease Administration, Investment Properties, Mergers, Asset Managment, Residential Homes, Mergers & Acquisitions, Portfolio Management, Finance, Leases, Investors, Brokerage, Tenant, Real Estate Transactions, Corporate Real Estate
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance, Strategic Management
University of California, Davis 1988 — 1992
BA, International Relations, Economics
Mohan Raman's Bear Stearns & Co. Experience September 1992 - June 2008
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2008 - Present
Bear, Stearns & Co September 1992 - June 2008
foundation software 1988 - 2000
Deutsche Bank March 1991 - July 1992
iFlex Solutions (COSL) 1989 - March 1991
Citibank 1988 - 1989
Education
University of Madras
JP Morgan Chase June 2008 - Present
Bear, Stearns & Co September 1992 - June 2008
foundation software 1988 - 2000
Deutsche Bank March 1991 - July 1992
iFlex Solutions (COSL) 1989 - March 1991
Citibank 1988 - 1989
Education
University of Madras
John Levitt's Bear Stearns & Co. Experience May 2006 - December 2006
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Infocentric Technologies December 2006 - Present
Infocentric Technologies, LLC July 2006 - Present
Bear, Stearns & Co May 2006 - December 2006
JPMorgan Chase 2005 - 2006
Finetix, LLC May 2003 - August 2004
Lehman Brothers, Inc August 1999 - May 2003
Deutsche Bank Securities NA, Inc June 1998 - August 1999
Merrill Lynch & Co., Inc August 1997 - June 1998
AT&T May 1993 - August 1997
UPS August 1990 - May 1993
Skills
C#, .NET, XML
Education
Drexel University
BS, Electrical Engineering
New York University - Stern School of Business
MBA, Finance, Information Systems and International Business
Infocentric Technologies December 2006 - Present
Infocentric Technologies, LLC July 2006 - Present
Bear, Stearns & Co May 2006 - December 2006
JPMorgan Chase 2005 - 2006
Finetix, LLC May 2003 - August 2004
Lehman Brothers, Inc August 1999 - May 2003
Deutsche Bank Securities NA, Inc June 1998 - August 1999
Merrill Lynch & Co., Inc August 1997 - June 1998
AT&T May 1993 - August 1997
UPS August 1990 - May 1993
Skills
C#, .NET, XML
Education
Drexel University
BS, Electrical Engineering
New York University - Stern School of Business
MBA, Finance, Information Systems and International Business
Benjamin Spira's Bear Stearns & Co. Experience June 2006 - August 2006
Job Student at NYU School of Law
Industry Law Practice
Experience
State of NY Metropolitan Transportation Authority June 2011 - August 2011
The Door 2011 - 2011
Honorable Judge Judy Kluger, Chief of Policy and Planning for the NYS Court System June 2010 - August 2010
Q2 Sports and Entertainment May 2010 - August 2010
Bear, Stearns & Co. Inc. July 2007 - June 2008
Bear, Stearns & Co. June 2006 - August 2006
GE Commercial Finance July 2005 - December 2005
Dreskin, Gillman and Granet, Inc. May 2005 - July 2005
SK Affiliates, Inc. May 2004 - August 2004
Education
NYU School of Law 2009 — 2012
University of Pennsylvania 2003 — 2007
BA, Economics
State of NY Metropolitan Transportation Authority June 2011 - August 2011
The Door 2011 - 2011
Honorable Judge Judy Kluger, Chief of Policy and Planning for the NYS Court System June 2010 - August 2010
Q2 Sports and Entertainment May 2010 - August 2010
Bear, Stearns & Co. Inc. July 2007 - June 2008
Bear, Stearns & Co. June 2006 - August 2006
GE Commercial Finance July 2005 - December 2005
Dreskin, Gillman and Granet, Inc. May 2005 - July 2005
SK Affiliates, Inc. May 2004 - August 2004
Education
NYU School of Law 2009 — 2012
University of Pennsylvania 2003 — 2007
BA, Economics
Onofrio Armenise's Bear Stearns & Co. Experience May 2005 - July 2008
Job Equity Trader at BGC Partners
Industry Financial Services
Experience
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
BGC Partners August 2015 - Present
Guggenheim Securities March 2012 - Present
Ticonderoga Securities August 2009 - January 2012
Collins Stewart September 2008 - July 2009
COLLINS STEWART LLC September 2008 - July 2009
BEAR, STEARNS & Co May 2005 - July 2008
Bear Stearns May 2001 - July 2008
Bear Stearns May 2004 - May 2005
Bear Stearns May 2001 - August 2003
Merrill Lynch November 2000 - March 2001
Skills
Bloomberg, Equities, Series 7, Securities, Trading, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2001
MBA, International Finance
Università degli Studi di Bari 1990 — 1997
Laurea, Economics
St. John's University
Master of Business Administration, International Finance
University of Bari
Degree, Economic Sciences; International Economics
University of Turku
Michael Rapoport's Bear Stearns & Co. Experience January 1996 - January 1998
Job AVP at DBRS
Industry Financial Services
Experience
BNY Convergex Group2010 March 2010 - October 2010
DBRS, Inc March 2006 - September 2009
Standard Chartered Bank 2004 November 2004 - March 2006
Madison Trading LLC August 2003 - April 2004
Mitsubishi Securities (USA), Inc January 2001 - January 2003
Sumitomo Mitsui Banking Corporation Ltd January 1998 - January 2001
Bear, Stearns & Co January 1996 - January 1998
Commscan, Inc January 1994 - January 1995
Value Line, Inc January 1993 - January 1994
Education
Stony Brook University
Bachelor of Arts
Fordham University Graduate School of Business
Master, Business Administration
BNY Convergex Group2010 March 2010 - October 2010
DBRS, Inc March 2006 - September 2009
Standard Chartered Bank 2004 November 2004 - March 2006
Madison Trading LLC August 2003 - April 2004
Mitsubishi Securities (USA), Inc January 2001 - January 2003
Sumitomo Mitsui Banking Corporation Ltd January 1998 - January 2001
Bear, Stearns & Co January 1996 - January 1998
Commscan, Inc January 1994 - January 1995
Value Line, Inc January 1993 - January 1994
Education
Stony Brook University
Bachelor of Arts
Fordham University Graduate School of Business
Master, Business Administration
Kenneth Caffrey's Bear Stearns & Co. Experience 2002 - 2005
Job Director at HSBC
Industry Financial Services
Experience
HSBC February 2015 - Present
Modern Bank, N.A. April 2012 - February 2015
Royal Bank of Scotland February 2009 - March 2012
Royal Bank of Scotland February 2005 - February 2009
Bear, Stearns & Co. 2002 - 2005
Deutsche Bank August 1998 - June 2000
Lehman Brothers May 1996 - August 1998
AT&T September 1995 - May 1996
Skills
Leveraged Finance, Financial Modeling, Private Equity, Due Diligence, Financial Structuring, Structured Finance, Valuation, LBO, Capital Markets, Syndications, Credit Analysis, Portfolio Management, Deal Sourcing, Manage Client..., Credit, Restructuring, Loans, Strategy, Project Finance, Emerging Markets, Middle Market, Corporate Finance, Managing Agency..., Investments, Finance, Investment Banking, Fixed Income, Financial Analysis
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1991 — 1995
BS, Finance and International Business
HSBC February 2015 - Present
Modern Bank, N.A. April 2012 - February 2015
Royal Bank of Scotland February 2009 - March 2012
Royal Bank of Scotland February 2005 - February 2009
Bear, Stearns & Co. 2002 - 2005
Deutsche Bank August 1998 - June 2000
Lehman Brothers May 1996 - August 1998
AT&T September 1995 - May 1996
Skills
Leveraged Finance, Financial Modeling, Private Equity, Due Diligence, Financial Structuring, Structured Finance, Valuation, LBO, Capital Markets, Syndications, Credit Analysis, Portfolio Management, Deal Sourcing, Manage Client..., Credit, Restructuring, Loans, Strategy, Project Finance, Emerging Markets, Middle Market, Corporate Finance, Managing Agency..., Investments, Finance, Investment Banking, Fixed Income, Financial Analysis
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1991 — 1995
BS, Finance and International Business
Eric Smookler's Bear Stearns & Co. Experience 2004 - 2006
Job Vice President, Acquisitions WSCP
Industry Real Estate
Experience
WS Capital Partners January 2009 - Present
Galileo Funds Management Limited January 2006 - December 2008
Bear, Stearns & Co. 2004 - 2006
Skills
Real Estate, Valuation, Due Diligence, Real Estate Development, Real Estate Economics, Investments, Disposition, Asset Managment, Financial Modeling, Real Estate Transactions, Financial Analysis, Leases, Brokerage, Investment Properties, Property Management, Private Equity, Location Intelligence, Corporate Real Estate, Real Estate Financing, Acquisitions, Asset Management, Commercial Real Estate, Shopping Centers, Tenant
Education
The George Washington University 2000 — 2004
BBA, Finance, Economics
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Economics
University of Oxford 2002 — 2003
WS Capital Partners January 2009 - Present
Galileo Funds Management Limited January 2006 - December 2008
Bear, Stearns & Co. 2004 - 2006
Skills
Real Estate, Valuation, Due Diligence, Real Estate Development, Real Estate Economics, Investments, Disposition, Asset Managment, Financial Modeling, Real Estate Transactions, Financial Analysis, Leases, Brokerage, Investment Properties, Property Management, Private Equity, Location Intelligence, Corporate Real Estate, Real Estate Financing, Acquisitions, Asset Management, Commercial Real Estate, Shopping Centers, Tenant
Education
The George Washington University 2000 — 2004
BBA, Finance, Economics
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Economics
University of Oxford 2002 — 2003
Justin Bohan's Bear Stearns & Co. Experience 2002 - 2008
Job Senior Regulatory Analyst at FINRA
Industry Financial Services
Experience
FINRA September 2010 - Present
Barclays Capital March 2009 - Present
J.P.Morgan Chase & Co. March 2008 - March 2009
Bear, Stearns & Co. 2002 - 2008
Bear Wagner Specialists May 2000 - 2002
Skills
FINRA, ETFs, Risk Management, Series 7, Equities, Bloomberg, Trading, Options, Market Making, Series 24, Compliance, Series 63
Education
New York University 2009 — 2011
Certificates in Financial Risk Management
Stony Brook University 1995 — 1999
Economics
FINRA September 2010 - Present
Barclays Capital March 2009 - Present
J.P.Morgan Chase & Co. March 2008 - March 2009
Bear, Stearns & Co. 2002 - 2008
Bear Wagner Specialists May 2000 - 2002
Skills
FINRA, ETFs, Risk Management, Series 7, Equities, Bloomberg, Trading, Options, Market Making, Series 24, Compliance, Series 63
Education
New York University 2009 — 2011
Certificates in Financial Risk Management
Stony Brook University 1995 — 1999
Economics
John Tischler's Bear Stearns & Co. Experience November 1993 - December 1998
Job Business Analyst, Notary Public, eBay TRS, Functional Specs Expert
Industry Information Technology and Services
Experience
John Tischler, Notary Public June 2015 - Present
VSSoutlet/The Vintage Shaving Shoppe, LLC. February 2010 - Present
EarthIntegrate May 2012 - February 2014
Modis August 2011 - March 2012
Imtek LLC November 2008 - June 2010
TEC, LLC. June 2003 - September 2008
pmsi direct June 2000 - June 2003
Merrin Financial December 1997 - May 2000
Bear, Stearns & Co. November 1993 - December 1998
Sony Music Entertainment January 1990 - November 1993
Skills
Business Analysis, Requirements Gathering, User Stories, Project Management, Access, Microsoft SQL Server, Database Design, Security, VBA, VB.NET, Product Development, T-SQL, Business Process..., Database Admin, System Architecture, Server Architecture, Digital Printing, Direct Mail Campaigns, NetSuite, Assets Recovery, Databases, CRM, Software Development, Direct Mail, Business Process, Enterprise Software, Integration, SDLC, Management, E-commerce, Direct Marketing, Quality Assurance, Program Management, SaaS, Training, Requirements Analysis, Software Project..., Visio, Security Compliance, SharePoint, Data Analysis, Business Development, Software Documentation, Salesforce.com, Vendor Management, Systems Analysis, Analytics, Analysis, Consulting, SQL
Education
University at Buffalo 1981 — 1985
BA, Psychology, Environmental Design
SUNY at Buffalo 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Roslyn High School 1978 — 1981
High School Diploma, N/A
John Tischler, Notary Public June 2015 - Present
VSSoutlet/The Vintage Shaving Shoppe, LLC. February 2010 - Present
EarthIntegrate May 2012 - February 2014
Modis August 2011 - March 2012
Imtek LLC November 2008 - June 2010
TEC, LLC. June 2003 - September 2008
pmsi direct June 2000 - June 2003
Merrin Financial December 1997 - May 2000
Bear, Stearns & Co. November 1993 - December 1998
Sony Music Entertainment January 1990 - November 1993
Skills
Business Analysis, Requirements Gathering, User Stories, Project Management, Access, Microsoft SQL Server, Database Design, Security, VBA, VB.NET, Product Development, T-SQL, Business Process..., Database Admin, System Architecture, Server Architecture, Digital Printing, Direct Mail Campaigns, NetSuite, Assets Recovery, Databases, CRM, Software Development, Direct Mail, Business Process, Enterprise Software, Integration, SDLC, Management, E-commerce, Direct Marketing, Quality Assurance, Program Management, SaaS, Training, Requirements Analysis, Software Project..., Visio, Security Compliance, SharePoint, Data Analysis, Business Development, Software Documentation, Salesforce.com, Vendor Management, Systems Analysis, Analytics, Analysis, Consulting, SQL
Education
University at Buffalo 1981 — 1985
BA, Psychology, Environmental Design
SUNY at Buffalo 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Roslyn High School 1978 — 1981
High School Diploma, N/A
Garrett Kanehann's Bear Stearns & Co. Experience September 1994 - March 1996
Job Partner, CoFounder of BlackEagle Partners Fund
Industry Investment Management
Experience
BlackEagle Partners April 2005 - Present
Questor Management Company April 1996 - April 2005
Bear, Stearns & Co. September 1994 - March 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1985 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
BlackEagle Partners April 2005 - Present
Questor Management Company April 1996 - April 2005
Bear, Stearns & Co. September 1994 - March 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1985 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters
Joseph Rabinowitz's Bear Stearns & Co. Experience 1999 - 2001
Job BI Application Architect
Industry Information Technology and Services
Experience
IBM Corp., Finance IT Planning Solutions 2007 - 2013
IBM Corp., Global Business Services 2004 - 2007
Union Planters Bank 2003 - 2004
C&S Wholesale Grocers 2002 - 2003
Bear, Stearns & Co 1999 - 2001
HUMMINGBIRD LTD 1998 - 1999
IBM Corp., Data Warehousing Practice 1997 - 1998
The Chase Manhattan Bank, Global Bank Technology 1981 - 1997
Skills
Data Warehousing, Business Intelligence, Software Development
Education
SUNY at Stony Brook
Master of Science (M.S.), Computer Science
Penn State University
B.A., Sociology
IBM Corp., Finance IT Planning Solutions 2007 - 2013
IBM Corp., Global Business Services 2004 - 2007
Union Planters Bank 2003 - 2004
C&S Wholesale Grocers 2002 - 2003
Bear, Stearns & Co 1999 - 2001
HUMMINGBIRD LTD 1998 - 1999
IBM Corp., Data Warehousing Practice 1997 - 1998
The Chase Manhattan Bank, Global Bank Technology 1981 - 1997
Skills
Data Warehousing, Business Intelligence, Software Development
Education
SUNY at Stony Brook
Master of Science (M.S.), Computer Science
Penn State University
B.A., Sociology
Christopher Eldridge's Bear Stearns & Co. Experience 2004 - 2007
Job Senior Associate at The Carlyle Group
Industry Financial Services
Experience
Teachers Retirement System of Texas 2015 - 2015
CalPERS 2013 - 2013
Tower Three Partners 2013 - 2013
AEA Investors LP 2007 - 2011
Bear, Stearns & Co. 2004 - 2007
Skills
Valuation, Financial Modeling, Private Equity, Strategy, Business Development, Investment Banking, Venture Capital, Business Strategy
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Stanford University 1998 — 2003
Bachelor of Science (B.S.), Management Science
Stanford University 1998 — 2003
Bachelor of Arts (B.A.), Economics
Teachers Retirement System of Texas 2015 - 2015
CalPERS 2013 - 2013
Tower Three Partners 2013 - 2013
AEA Investors LP 2007 - 2011
Bear, Stearns & Co. 2004 - 2007
Skills
Valuation, Financial Modeling, Private Equity, Strategy, Business Development, Investment Banking, Venture Capital, Business Strategy
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Stanford University 1998 — 2003
Bachelor of Science (B.S.), Management Science
Stanford University 1998 — 2003
Bachelor of Arts (B.A.), Economics
Michael Ventura's Bear Stearns & Co. Experience May 2006 - May 2007
Job Vice President, Equity Capital Markets at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets January 2011 - December 2013
RBC Capital Markets May 2007 - December 2010
Bear, Stearns & Co May 2006 - May 2007
Skills
Series 7, Series 63, E&P, Midstream, MLP, FIG, Energy
Education
Colgate University 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
RBC Capital Markets December 2013 - Present
RBC Capital Markets January 2011 - December 2013
RBC Capital Markets May 2007 - December 2010
Bear, Stearns & Co May 2006 - May 2007
Skills
Series 7, Series 63, E&P, Midstream, MLP, FIG, Energy
Education
Colgate University 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Daniel Spelman's Bear Stearns & Co. Experience March 2008 - May 2008
Job Equity Research Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Threadneedle Investments, US March 2011 - Present
Lord, Abbett & Co. LLC June 2008 - February 2011
Bear, Stearns & Co. March 2008 - May 2008
Bear, Stearns & Co. June 2007 - August 2007
Skills
Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Fixed Income
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree
Columbia Threadneedle Investments, US March 2011 - Present
Lord, Abbett & Co. LLC June 2008 - February 2011
Bear, Stearns & Co. March 2008 - May 2008
Bear, Stearns & Co. June 2007 - August 2007
Skills
Equity Research, Financial Modeling, Hedge Funds, Investments, Valuation, Fixed Income
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS